Institutional Ownership Dimensional ETF Tr U S Core Eq (DFAC)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Core Eq (DFAC). We have compiled data on the 921 institutions that hold shares in the stock, with a total of 741 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
15,806
shares
|
$550,364
0.05% of portfolio
|
Q3 2024
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
15,776
shares
|
$549,320
0.1% of portfolio
|
Q3 2021
New holding
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
15,757
shares
|
$548,658
0.1% of portfolio
|
Q2 2022
New holding
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
15,726
shares
|
$547,579
0.06% of portfolio
|
Q3 2024
Added 0.27%
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
15,705
shares
|
$546,848
0.34% of portfolio
|
Q1 2024
New holding
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
15,679
shares
|
$545,942
0.04% of portfolio
|
Q3 2024
New holding
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
15,440
shares
|
$537,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
15,435
shares
|
$537,446
0.52% of portfolio
|
Q4 2022
Added 65.35%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
15,202
shares
|
$529,333
0.11% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
15,177
shares
|
$528,463
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
15,162
shares
|
$527,940
0.08% of portfolio
|
Q3 2021
Reduced 1.67%
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
15,089
shares
|
$525,398
0.06% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
14,716
shares
|
$512,411
0.12% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
14,546
shares
|
$506,491
0.04% of portfolio
|
Q4 2021
New holding
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,504
shares
|
$505,029
0.01% of portfolio
|
Q4 2023
Added 0.43%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
14,502
shares
|
$504,959
0.0% of portfolio
|
Q1 2024
Added 54.41%
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,492
shares
|
$504,611
0.19% of portfolio
|
Q3 2023
Reduced 22.9%
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
14,471
shares
|
$503,880
0.24% of portfolio
|
Q3 2023
New holding
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
14,430
shares
|
$502,452
0.02% of portfolio
|
Q3 2024
New holding
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
14,342
shares
|
$499,388
0.02% of portfolio
|
Q2 2024
New holding
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
14,263
shares
|
$496,637
0.15% of portfolio
|
Q3 2024
Added 1.18%
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
14,254
shares
|
$496,324
0.17% of portfolio
|
Q3 2023
Reduced 1.02%
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
13,975
shares
|
$486,609
0.27% of portfolio
|
Q2 2024
Added 0.3%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
13,907
shares
|
$484,241
0.06% of portfolio
|
Q2 2021
New holding
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
13,816
shares
|
$481,073
0.01% of portfolio
|
Q3 2024
Reduced 9.54%
|